Principia Wealth Advisory, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding VYMI
# of Institutions
734Shares Held
61.6MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.45MShares$481 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC5.07MShares$447 Million0.03% of portfolio
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Orgel Wealth Management, LLC2.53MShares$223 Million5.16% of portfolio
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Captrust Financial Advisors Raleigh, NC2.28MShares$201 Million0.42% of portfolio
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Wells Fargo & Company San Francisco, CA2.07MShares$183 Million0.03% of portfolio